Imperium Wealth Management is a registered investment advisor that provides personalized investment management, comprehensive financial planning, and tax preparation services to individuals, families, businesses, trusts, estates, and retirement plans. Imperium Wealth Management builds diversified portfolios tailored to each client's specific goals, risk tolerance, and time horizon, utilizing mutual funds, exchange-traded funds, individual stocks and bonds, options, real estate investment trusts, and private placements. In addition to portfolio management, Imperium Wealth Management offers holistic financial planning covering cash flow analysis, tax planning and preparation, employee benefits review, insurance analysis, estate planning, retirement planning, and education funding. Services can be bundled together through their wrap program or accessed on a standalone basis. The firm is wholly owned by Christopher Holden and operates out of San Antonio, Texas.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.15% |
| $750K - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.45% |
Fees are negotiable under special circumstances. New clients are subject to an initial minimum fee of $2,250 for the first quarter. Wrap program participants are subject to a $9,000 minimum annual fee.